| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
4
4
1
5
1
|
|
Zacks Investment Research
1
(Strong Buy)
|
|
Standard & Poor's
5 / 5 Stars
|
|
TheStreet.com
C+
(Hold)
|
U.S. News evaluated 43 Target Date 2031-2035 Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
Performance
The fund has returned 24.52 percent over the past year, 13.20 percent over the past three years, and 3.39 percent over the past five years.
| Trailing Returns | Updated 05.31.2013 |
|---|---|
| Year to date | 10.2% |
| 1 Year | 24.5% |
| 3 Years (Annualized) | 13.2% |
| 5 Years (Annualized) | 3.4% |
| 10 Years (Annualized) | N/A |
Summary
The investment seeks capital appreciation and income consistent with its current asset allocation. The fund is a "fund of funds" that invests in affiliated and unaffiliated mutual funds representing a variety of asset classes. It invests in a professionally selected mix of different asset classes that is tailored for investors planning to retire in, or close to, the year 2035. The fund allocates approximately 57% of its net assets in U.S. stocks (26% of which represents smaller companies), approximately 28% in international stocks, and approximately 13% in bonds (including mortgage-backed and asset-backed securities). It is non-diversified.
Fees
Fees are High compared to funds in the same category.
Nationwide Destination 2035 Fund has an expense ratio of 0.41 percent.
Risk
Risk is Average compared to funds in the same category according to Morningstar.
